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NEALCAFFREY
2021-01-28
$跟谁学(GSX)$
有人空吗?
NEALCAFFREY
2021-01-20
$阿里巴巴-SW(09988)$
回300,不过分吧
NEALCAFFREY
2020-12-24
$阿里巴巴-SW(09988)$
还是那句话,如果阿里就值这么多,很多公司的市值得重新定价
NEALCAFFREY
2020-12-12
$美团-W(03690)$
周一猜猜跌多少[笑哭]
NEALCAFFREY
2020-12-08
拼多多用户数水分多大?
拼多多系列之用户天花板:淘宝还是微信?
NEALCAFFREY
2020-12-04
$美团-W(03690)$
社区买菜是个慢活,地域性很强,两三年之内难分胜负,终局大概率是分区而治,你中有我,我中有你,很难形成寡头
NEALCAFFREY
2020-11-25
$阿里巴巴-SW(09988)$
要有点耐心,回300可以的
NEALCAFFREY
2020-11-20
中国肯定会出万亿美金市值的公司,阿里最具潜力
@NEALCAFFREY:
$阿里巴巴-SW(09988)$
如果阿里的市值只值这些,那很多公司的市值得重新定价
NEALCAFFREY
2020-11-20
$阿里巴巴-SW(09988)$
如果阿里的市值只值这些,那很多公司的市值得重新定价
NEALCAFFREY
2020-11-16
$阿里巴巴-SW(09988)$
被套了,但相信时间,都有水逆的时候,过去了就好了
NEALCAFFREY
2020-11-12
$阿里巴巴(BABA)$
感觉在等一个爆点
NEALCAFFREY
2020-11-12
$阿里巴巴(BABA)$
除去国字头,来猜一下将来中国第一家万亿市值的企业是谁?
NEALCAFFREY
2020-11-12
$美团-W(03690)$
二选一不存在的话,饿了么佣金更高点,会不会对美团有影响
NEALCAFFREY
2020-11-11
$阿里巴巴-SW(09988)$
不懂那么多,我反正买了,用时间换空间
NEALCAFFREY
2020-11-10
$阿里巴巴(BABA)$
迟早会涨回来的
NEALCAFFREY
2020-11-10
$美团-W(03690)$
看这个样子要到270
NEALCAFFREY
2020-11-06
$阿里巴巴-SW(09988)$
吴军博士说,如果将来,全世界只剩下四家半互联网公司,那必将是它们:控制着全世界信息源的Google ;全世界最大的云计算公司亚马逊;链接全世界的社区Facebook;全世界电子商务最完整生态链和最大营业额的阿里巴巴;全世界第二大注册用户群的虚拟社区腾讯
NEALCAFFREY
2020-11-06
$阿里巴巴(BABA)$
还好吧,没跌多少,感觉还是在消化之前的情绪
NEALCAFFREY
2020-11-05
$阿里巴巴(BABA)$
去年三季度,阿里巴巴集团在获得蚂蚁金服33%的股权后确认了一笔约692亿元的股权收益。因此导致这个季度的净利润相比于去年同期下降了63%,实际上,采用剔除该影响的Non-GAAP净利润,则FY2021Q2 为470.88亿元,同比增长44%,增速较前两个季度继续回升,证明了阿里巴巴盈利能力改善明显。
NEALCAFFREY
2020-11-05
$阿里巴巴(BABA)$
不太懂,个人还是看好阿里长期价值的
去老虎APP查看更多动态
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尤其潜在竞争者"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395734019,"gmtCreate":1607758214331,"gmtModify":1703849786962,"author":{"id":"3557809497935216","authorId":"3557809497935216","name":"NEALCAFFREY","avatar":"https://static.tigerbbs.com/dd1c5ed470a326394111c8814f4c99b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557809497935216","authorIdStr":"3557809497935216"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>周一猜猜跌多少[笑哭] ","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>周一猜猜跌多少[笑哭] ","text":"$美团-W(03690)$周一猜猜跌多少[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395734019","isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392662186,"gmtCreate":1607438720445,"gmtModify":1703847905118,"author":{"id":"3557809497935216","authorId":"3557809497935216","name":"NEALCAFFREY","avatar":"https://static.tigerbbs.com/dd1c5ed470a326394111c8814f4c99b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557809497935216","authorIdStr":"3557809497935216"},"themes":[],"htmlText":"拼多多用户数水分多大?","listText":"拼多多用户数水分多大?","text":"拼多多用户数水分多大?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392662186","repostId":"2089040825","repostType":2,"repost":{"id":"2089040825","kind":"news","pubTimestamp":1607409340,"share":"https://www.laohu8.com/m/news/2089040825?lang=&edition=full","pubTime":"2020-12-08 14:35","market":"hk","language":"zh","title":"拼多多系列之用户天花板:淘宝还是微信?","url":"https://stock-news.laohu8.com/highlight/detail?id=2089040825","media":"海豚投研","summary":"阵营优势之下,拼多多用户数超淘宝天猫已是板上钉钉。","content":"<html><body><div><p>编者按:本文来自微信公众号“海豚投研”(ID:haituntouyan),作者:海豚投研,<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p>\n<p>阵营优势之下,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>用户数超淘宝天猫已是板上钉钉。</p>\n<p>继之前两篇海豚投研 | 拼多多系列之百亿补贴:真补出壁垒了吗?与海豚投研 | 拼多多系列之反复圈钱,是套路还是福报?之后,本篇尝试探讨拼多多另外一个核心问题——获客的天花板在哪里?</p>\n<p><img src=\"https://img.36krcdn.com/20201208/v2_ca7961b0d9534d29b4bb6e779811cc84_img_000\"/></p>\n<h2 label=\"一级标题\">1. 拼多多获客的一体三面</h2>\n<p>结合行业宏观背景、复盘获客历史,海豚投研将拼多多的获客过程分为一个问题的三个方面:</p>\n<p>a. 我们先看显性的一面——平台自身:根据海豚投研调研,从获客历史来看,拼多多获客的起点不是靠铺天盖地的广告,而是微信群。</p>\n<p>以低价、包邮为利器,用游戏与社交玩法为切入路径,通过便捷的购物设计(商品流、一键下单、无需绑支付等),第一个 500 人的微信群基本上就拉起了拼多多在微信中病毒式传播的序幕。</p>\n<p>拼多多也是第一个真正从微信的流量分发中成长起来的小程序,进一步逐步转化为独立 APP,再由独立 APP 变为国民级的 APP,这部分显性的过程为大多数所熟知。</p>\n<p>b.而隐形的一面——尚待挖掘的新触网用户:拼多多的崛起是伴随中国下沉市场用户真正意义上的快速线上化,海豚投研从硬件出货上来梳理这一脉络:</p>\n<p>移动互联网时代,尤其对于宽带覆盖不足的偏远地区,用户触网的第一步一定是<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机,而早期智能手机中下沉市场充斥大量的山寨和杂牌,所谓的 “智能” 体验其实非常差。</p>\n<p>而中国五大智能手机品牌市场占有率提升的过程,主要就是扫荡杂牌智能机的过程,也是下沉市场用户真正体验手机的 “智能” 特征时候。</p>\n<p>从下图可以看到,2015 年到 2018 年四年之内,杂牌机市占率从 40% 降至 12%,当杂牌机替代结束,基本上也意味着汹涌的下沉用户获客基本告一段落。</p>\n<p>而从下沉三宝——快手用户爆发起于 2015 年,<a href=\"https://laohu8.com/S/QTT\">趣头条</a>起于 2017 年、拼多多用户爆发起于 2017 年初,均与杂牌机的退场过程基本重合。下沉市场用户触网后,社交、资讯、娱乐、购物同样一一需要。</p>\n<p><img src=\"https://img.36krcdn.com/20201208/v2_4e365362c0284d76895ccef5c913b636_img_000\"/></p>\n<p classname=\"img-desc\" label=\"图片描述\">数据来源:IDC,海豚投研整理</p>\n<p>c. 同时在供给面上——淘宝的战略取舍:在下沉市场用户快速触网过程中,电商购物行业中的领军人物,淘宝 2016 年左右调整默认商品搜索页和商品浏览页展示逻辑,推针对人群标签的个性化商品展示,单纯的销量权重占比下降。</p>\n<p>这导致原本靠销量取胜的 10 元包邮商品在淘宝上处境艰难,很多十元包邮商户在淘宝上已很难生存下去,这相当于拼多多在供给侧上承接了淘宝的 “溢出的商家”。</p>\n<h2 label=\"一级标题\">2. 从 “性价比用户”到用户的“性价比需求”</h2>\n<p>但讨论到这里,拼多多作为性价比电商平台定位,对应的还是所谓 “性价比 “用户的电商购物需求,是否能拓展到用户的” 性价比 “需求,是判断拼多多获客向上空间的一个核心命题。</p>\n<p>不同的判断会带来两种截然不同的结果:如果是性价比人群,用淘宝的用户数(代表网购大盘),减去<a href=\"https://laohu8.com/S/JD\">京东</a>用户数(品质购用户),剩下的大致可以理解为是性价比用户。</p>\n<p>如果是用户的性价比需求,任何用户群体都有购买物美价廉商品的需求,用户群体对应的全体网民。</p>\n<p>拼多多给出的答案显然是全体网民,实现方法简单粗暴——百亿补贴。具体操作路径,海豚投研在《百亿补贴:真补出壁垒了吗?》与《拼多多系列之反复圈钱,是套路还是福报?》分析过,感兴趣的用户可以点击链接重温。</p>\n<p>在这个过程中,拼多多用六个季度的时间,以每个季度净增 4800 万买家数的速度,在淘宝的眼皮底下,硬生生为自己拉了接近 3 亿的新增买家。</p>\n<p><img src=\"https://img.36krcdn.com/20201208/v2_6bb06c8e1011419682b97dd42bfa11f2_img_000\"/></p>\n<p classname=\"img-desc\" label=\"图片描述\">数据来源:公司财报,海豚投研整理</p>\n<p>到今年第三季度,拼多多的年度活跃买家数 7.31 亿,与淘宝天猫的年活买家数 7.57 亿,仅仅相差了 2600 万。</p>\n<p><img src=\"https://img.36krcdn.com/20201208/v2_981bc866e88f4d62a7b15e3a1a2dea91_img_000\"/></p>\n<p classname=\"img-desc\" label=\"图片描述\">数据来源:公司财报,海豚投研整理</p>\n<p>到当下这个节点,海豚投研认为,拼多多用户数追平淘宝其实已经是近在咫尺的事情:</p>\n<p>(1)四季度对拼多多而言,虽然不是最旺获客季,但也并不是最差的;</p>\n<p>(2)拼多多已早早锁定了今年春晚红包独家互动合作伙伴地位,试图再次猛拉一波用户;</p>\n<p>(3)国内互联网反垄断法出台,拼多多在品质商品供给侧受到的打压会减轻:是否上拼多多逐步变成品牌的自主选择之后,平台商品的丰富度和品质层次感上来之后,对用户吸引效应也会增强。</p>\n<h2 label=\"一级标题\">3. 拼多多获客的星辰大海——回归微信</h2>\n<p>以往,大家看拼多多的时候,习惯于盯着淘宝的用户数来做标尺。而到这个节点,海豚投研认为,一个需要改变的观念是,淘宝用户数已经不是拼多多的上限。</p>\n<p><img src=\"https://img.36krcdn.com/20201208/v2_0cfedf8be4ab4284b58164bf23c183e4_img_000\"/></p>\n<p>海豚投研认为,未来拼多多的增量用户,在拼多多不推支付业务的情况下,会贴着微信支付的渗透率,大概率重新回归微信体系当中,从下沉市场网民渗透率持续提升当中寻找增量网购用户。</p>\n<p>(1)首先,从此次疫情黑天鹅的效果来看,即使有疫情这种极端事件的刺激,城镇的网民普及率并无明显提振,主要的新增是在农村地区,这也意味着城镇未来增量网民的空间已越来越小。从当前农村地区 52% 的网民渗透率来看,中期新增网民会持续来源于下沉市场和农村地区。</p>\n<p><img src=\"https://img.36krcdn.com/20201208/v2_230414a41fc24d90a3eb896ec5141f81_img_000\"/></p>\n<p classname=\"img-desc\" label=\"图片描述\">数据来源:世界银行、CNNIC,海豚投研整理</p>\n<p>(2)从获客来看,拼多多作为网购平台:进入 2020 年,微信在中国网民人口中的渗透率已经高达 99%,微信基本代表了当前中国网民的大盘。</p>\n<p><img src=\"https://img.36krcdn.com/20201208/v2_7ef214782cca4c6e9069b5a56775c8d8_img_000\"/></p>\n<p>而换句话说,当下淘宝没有获取到的用户基本全在微信体系内,从微信中获取下沉市场用户,显然是拼多多的优势,而不是淘宝的。</p>\n<p>微信才是拼多多的获客上限,是拼多多获客的星辰大海,在这种阵营优势之下,拼多多用户数超淘宝天猫已是板上钉钉。</p></div></body></html>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多系列之用户天花板:淘宝还是微信?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多系列之用户天花板:淘宝还是微信?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-08 14:35 北京时间 <a href=https://36kr.com/p/1001660720017154><strong>海豚投研</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按:本文来自微信公众号“海豚投研”(ID:haituntouyan),作者:海豚投研,36氪经授权发布。\n阵营优势之下,拼多多用户数超淘宝天猫已是板上钉钉。\n继之前两篇海豚投研 | 拼多多系列之百亿补贴:真补出壁垒了吗?与海豚投研 | 拼多多系列之反复圈钱,是套路还是福报?之后,本篇尝试探讨拼多多另外一个核心问题——获客的天花板在哪里?\n\n1. 拼多多获客的一体三面\n结合行业宏观背景、复盘获客...</p>\n\n<a href=\"https://36kr.com/p/1001660720017154\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75a495ea6a2b99a896e87eba4430367e","relate_stocks":{"TCEHY":"腾讯控股ADR","PDD":"拼多多"},"source_url":"https://36kr.com/p/1001660720017154","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089040825","content_text":"编者按:本文来自微信公众号“海豚投研”(ID:haituntouyan),作者:海豚投研,36氪经授权发布。\n阵营优势之下,拼多多用户数超淘宝天猫已是板上钉钉。\n继之前两篇海豚投研 | 拼多多系列之百亿补贴:真补出壁垒了吗?与海豚投研 | 拼多多系列之反复圈钱,是套路还是福报?之后,本篇尝试探讨拼多多另外一个核心问题——获客的天花板在哪里?\n\n1. 拼多多获客的一体三面\n结合行业宏观背景、复盘获客历史,海豚投研将拼多多的获客过程分为一个问题的三个方面:\na. 我们先看显性的一面——平台自身:根据海豚投研调研,从获客历史来看,拼多多获客的起点不是靠铺天盖地的广告,而是微信群。\n以低价、包邮为利器,用游戏与社交玩法为切入路径,通过便捷的购物设计(商品流、一键下单、无需绑支付等),第一个 500 人的微信群基本上就拉起了拼多多在微信中病毒式传播的序幕。\n拼多多也是第一个真正从微信的流量分发中成长起来的小程序,进一步逐步转化为独立 APP,再由独立 APP 变为国民级的 APP,这部分显性的过程为大多数所熟知。\nb.而隐形的一面——尚待挖掘的新触网用户:拼多多的崛起是伴随中国下沉市场用户真正意义上的快速线上化,海豚投研从硬件出货上来梳理这一脉络:\n移动互联网时代,尤其对于宽带覆盖不足的偏远地区,用户触网的第一步一定是智能手机,而早期智能手机中下沉市场充斥大量的山寨和杂牌,所谓的 “智能” 体验其实非常差。\n而中国五大智能手机品牌市场占有率提升的过程,主要就是扫荡杂牌智能机的过程,也是下沉市场用户真正体验手机的 “智能” 特征时候。\n从下图可以看到,2015 年到 2018 年四年之内,杂牌机市占率从 40% 降至 12%,当杂牌机替代结束,基本上也意味着汹涌的下沉用户获客基本告一段落。\n而从下沉三宝——快手用户爆发起于 2015 年,趣头条起于 2017 年、拼多多用户爆发起于 2017 年初,均与杂牌机的退场过程基本重合。下沉市场用户触网后,社交、资讯、娱乐、购物同样一一需要。\n\n数据来源:IDC,海豚投研整理\nc. 同时在供给面上——淘宝的战略取舍:在下沉市场用户快速触网过程中,电商购物行业中的领军人物,淘宝 2016 年左右调整默认商品搜索页和商品浏览页展示逻辑,推针对人群标签的个性化商品展示,单纯的销量权重占比下降。\n这导致原本靠销量取胜的 10 元包邮商品在淘宝上处境艰难,很多十元包邮商户在淘宝上已很难生存下去,这相当于拼多多在供给侧上承接了淘宝的 “溢出的商家”。\n2. 从 “性价比用户”到用户的“性价比需求”\n但讨论到这里,拼多多作为性价比电商平台定位,对应的还是所谓 “性价比 “用户的电商购物需求,是否能拓展到用户的” 性价比 “需求,是判断拼多多获客向上空间的一个核心命题。\n不同的判断会带来两种截然不同的结果:如果是性价比人群,用淘宝的用户数(代表网购大盘),减去京东用户数(品质购用户),剩下的大致可以理解为是性价比用户。\n如果是用户的性价比需求,任何用户群体都有购买物美价廉商品的需求,用户群体对应的全体网民。\n拼多多给出的答案显然是全体网民,实现方法简单粗暴——百亿补贴。具体操作路径,海豚投研在《百亿补贴:真补出壁垒了吗?》与《拼多多系列之反复圈钱,是套路还是福报?》分析过,感兴趣的用户可以点击链接重温。\n在这个过程中,拼多多用六个季度的时间,以每个季度净增 4800 万买家数的速度,在淘宝的眼皮底下,硬生生为自己拉了接近 3 亿的新增买家。\n\n数据来源:公司财报,海豚投研整理\n到今年第三季度,拼多多的年度活跃买家数 7.31 亿,与淘宝天猫的年活买家数 7.57 亿,仅仅相差了 2600 万。\n\n数据来源:公司财报,海豚投研整理\n到当下这个节点,海豚投研认为,拼多多用户数追平淘宝其实已经是近在咫尺的事情:\n(1)四季度对拼多多而言,虽然不是最旺获客季,但也并不是最差的;\n(2)拼多多已早早锁定了今年春晚红包独家互动合作伙伴地位,试图再次猛拉一波用户;\n(3)国内互联网反垄断法出台,拼多多在品质商品供给侧受到的打压会减轻:是否上拼多多逐步变成品牌的自主选择之后,平台商品的丰富度和品质层次感上来之后,对用户吸引效应也会增强。\n3. 拼多多获客的星辰大海——回归微信\n以往,大家看拼多多的时候,习惯于盯着淘宝的用户数来做标尺。而到这个节点,海豚投研认为,一个需要改变的观念是,淘宝用户数已经不是拼多多的上限。\n\n海豚投研认为,未来拼多多的增量用户,在拼多多不推支付业务的情况下,会贴着微信支付的渗透率,大概率重新回归微信体系当中,从下沉市场网民渗透率持续提升当中寻找增量网购用户。\n(1)首先,从此次疫情黑天鹅的效果来看,即使有疫情这种极端事件的刺激,城镇的网民普及率并无明显提振,主要的新增是在农村地区,这也意味着城镇未来增量网民的空间已越来越小。从当前农村地区 52% 的网民渗透率来看,中期新增网民会持续来源于下沉市场和农村地区。\n\n数据来源:世界银行、CNNIC,海豚投研整理\n(2)从获客来看,拼多多作为网购平台:进入 2020 年,微信在中国网民人口中的渗透率已经高达 99%,微信基本代表了当前中国网民的大盘。\n\n而换句话说,当下淘宝没有获取到的用户基本全在微信体系内,从微信中获取下沉市场用户,显然是拼多多的优势,而不是淘宝的。\n微信才是拼多多的获客上限,是拼多多获客的星辰大海,在这种阵营优势之下,拼多多用户数超淘宝天猫已是板上钉钉。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396367812,"gmtCreate":1607046256736,"gmtModify":1703846101092,"author":{"id":"3557809497935216","authorId":"3557809497935216","name":"NEALCAFFREY","avatar":"https://static.tigerbbs.com/dd1c5ed470a326394111c8814f4c99b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557809497935216","authorIdStr":"3557809497935216"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>社区买菜是个慢活,地域性很强,两三年之内难分胜负,终局大概率是分区而治,你中有我,我中有你,很难形成寡头","listText":"<a 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